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iShares S&P 500 Growth ETF

1,847 hedge funds and large institutions have $45.1B invested in iShares S&P 500 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 251 funds opening new positions, 568 increasing their positions, 688 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,847
Holders Change
+158
Holders Change %
+9.35%
% of All Funds
24.58%
Holding in Top 10
210
Holding in Top 10 Change
+25
Holding in Top 10 Change %
+13.51%
% of All Funds
2.8%
New
251
Increased
568
Reduced
688
Closed
58
Calls
$18.3M
Puts
$9.13M
Net Calls
+$9.12M
Net Calls Change
+$18.3M
Name Holding Trade Value Shares
Change
Shares
Change %
1WA
1401
180 Wealth Advisors
Washington
$367K -$17.4K -171 -5%
AFP
1402
Ausdal Financial Partners
Iowa
$367K +$5.89K +58 +2%
TCTWM
1403
Three Cord True Wealth Management
Pennsylvania
$366K +$366K +3,609 New
RFN
1404
RDA Financial Network
Iowa
$366K -$442K -4,355 -55%
EI
1405
Ellevest Inc
New York
$365K
BMM
1406
Berkshire Money Management
Massachusetts
$364K +$364K +3,586 New
OC
1407
Oarsman Capital
Wisconsin
$363K -$12.7K -125 -3%
WFC
1408
Western Financial Corp
California
$363K -$233K -2,293 -39%
CTA
1409
Colonial Trust Advisors
South Carolina
$361K +$4.26K +42 +1%
KFGK
1410
Keystone Financial Group (Kentucky)
Kentucky
$361K -$179K -1,760 -33%
MFT
1411
Moisand Fitzgerald Tamayo
Florida
$361K
SFG
1412
Stonebridge Financial Group
Pennsylvania
$360K +$360K +3,541 New
ACM
1413
Aurdan Capital Management
Pennsylvania
$358K +$358K +3,530 New
MWM
1414
Melfa Wealth Management
Massachusetts
$358K -$50.8K -500 -12%
RW
1415
RVW Wealth
California
$358K
AFG
1416
ABLE Financial Group
Arizona
$358K
LCGC
1417
Legacy Capital Group California
California
$357K +$29.1K +287 +9%
CAM
1418
Cozad Asset Management
Illinois
$356K
ISL
1419
Ingalls & Snyder LLC
New York
$356K +$143K +1,410 +67%
BC
1420
Burney Company
Virginia
$355K
KF
1421
KKM Financial
Illinois
$355K
ATWA
1422
Arbor Trust Wealth Advisors
Michigan
$355K +$1.02K +10 +0.3%
CFS
1423
CRA Financial Services
New Jersey
$354K +$7.62K +75 +2%
AWM
1424
Affinity Wealth Management
Delaware
$352K -$16.7K -164 -5%
CCA
1425
Clarity Capital Advisors
Florida
$352K